Sector intelligence

Aftermarket + Supplier Intelligence

MRO, PMA, spares, distribution, components, scarcity, repair capacity, pricing power, and supplier public-market tape.

Current tape

Watch -0.93%

Aftermarket/supplier tape is under pressure; read through to shop visits, PMA substitution, spares scarcity, and pricing power. Leader: HWM; pressure: FTAI.

AOG pressure and parts scarcity
PMA adoption
Shop capacity
Supplier pricing
Component lead times

Public aviation names

Tracked companies

HONHONEYWELL INTERNATIONAL INC
Aerospace systems, avionics, APUs, defense-2.52%

FTAIFTAI AVIATION LTD
Engine modules, leasing, aviation products-6.41%

MTXMTU AERO ENGINES
Engine modules, MRO, commercial propulsion+0.40%

TDGTRANSDIGM GROUP INC
Aerospace components and aftermarket+0.87%

HEIHEICO CORP
PMA, repairs, aerospace electronics-0.46%

AIRAAR CORP
Parts distribution and MRO+0.97%

HWMHOWMET AEROSPACE INC
Engineered aerospace components+1.03%

SPRSpirit AeroSystems Holdings, Inc.
Aerostructures and OEM supply chain+0.23%

TDYTELEDYNE TECHNOLOGIES INC
Sensors, imaging, electronics-2.64%

WWDWOODWARD INC
Engine control, actuation, aircraft systems-0.70%

CRCRANE CO
Aerospace components and engineered systems+0.27%

GRMNGARMIN LTD
Avionics, cockpit systems, ADS-B, navigation-2.23%

Source-linked reads

Current signal flow

Simple FlyingConfirmed: Virgin Australia Expecting 1st Boeing 737 MAX 10 Delivery In Late 2027Source →Leeham NewsAirbus’ Next New Airplane Part 6: The SWOT for AirbusSource →Simple FlyingWhy Delta Air Lines' Brand-New Airbus A321neos Are Sitting In The Desert While It Flies 44 Recliners InsteadSource →Simple FlyingHere's Who Still Flies Free On United Airlines After Its Checked Bag Fee OverhaulSource →Simple FlyingHere's How The Boeing 787 Dreamliner Permanently Rewrote Long-Haul EconomicsSource →